Thoughtful Money with Adam Taggart

Latest Episodes:

Marc Faber: Most Households Are Drowning Financially While The Rich Get Richer Apr 07, 2024

Show notes

There's a lot of uncertainty in the world right now -- geopolitical, economic, social, and environmental.

At times like this when the path forward is unclear and the stakes are high, it's wise to tap the counsel of those with a strong command of the lessons of history, and the practical experience of a lifetime in the market trenches.

There are few who fit that description better than Dr Marc Faber, Editor and Publisher of ‘’The Gloom, Boom & Doom Report’Colorful, brash & brilliant — Marc understands the global economy through a historical lens practically unmatched in the industry.

And he’s a declarative straight-shooter who doesn’t mince words.

Follow Marc at https://www.gloomboomdoom.com/

WORRIED ABOUT THE MARKETS? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

#wealthgap #inflation #goldprice

Stock Rally Showing Cracks? | Lance Roberts & Adam Taggart Apr 06, 2024

Show notes

Are cracks starting to appear in the bull market rally?

Portfolio manager Lance Roberts thinks so.

His technical dashboard is now showing sell signals as volatility is increasing and the S&P has broken beneath its 20 Daily Moving Average.Next week should be telling.

If the S&P rises and closes back above its 20 DMA, that should mean the bull trend is intact.

But if not, and the 20 DMA becomes resistance instead of support, that's a strong sign the rally is cooked for now.

We discuss this, as well as the latest hard-to-believe blowout jobs report, the recent jawboning by Fed officials, bond yields, banking system risk, gold and oil.

For everything that mattered to markets, watch this week's Market Recap featuring Lance Roberts.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

#bullmarket #volatility #jobsreport

Former Federal Reserve Exec Thomas Hoenig: Our Money Is Dying Apr 04, 2024

Show notes

The Federal Reserve is one of, if not the most, significant institutions in the world given the global impact of its policy decisions. It influences the price of nearly everything, as well as the availability of jobs, the stability of our banking system, and the purchasing power of our money. When the Fed Chair speaks, the entire world stops to listen. But the average person has a poor understanding of how this colossally important entity operates or even why it exists. And after a series of asset price bubbles -- which some argue we're in another one now -- a chorus skeptical of the Fed's actions has emerged. So today we're doing our best to shine as bright a light as possible on the Fed: how & why it operates, the good & as well as the shortcomings of its actions to date, what direction its policies are likely to take from here, and how all of this impacts the households of regular people like you and me We have the great privilege of speaking today with Thomas Hoenig, former CEO of the Kansas City Fed, former voting member of the Federal Open Market Committee, a former director of the FDIC, and now a Distinguished Senior Fellow at the Mercatus Center. Follow Dr. Hoenig at https://substack.com/profile/131926993-thomas-hoenig

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #federalreserve #inflation #money

Prepare for S&P 6000 (And Higher) In The Coming Years-Long Bull Market | Ed Yardeni Apr 02, 2024

Show notes

Stocks have delivered a great ride over the past year and a half. That has attracted retail investors back into the markets with a vengeance. Household equity ownership is currently near an all-time high. Does this bull market still have plenty of room left to run? And if so, what are the skeptics misunderstanding? For insight, we have the good fortune to turn to Dr. Ed Yardeni, President of Yardeni Research. While not dismissive of the many potential risks to the market's momentum, Ed maintains price targets on the S&P 500 index of 5,400 for 2024 (we're nearly there, so he may need to raise it soon), 6,000 for 2025 and 6,500 for 2026. Follow Ed at https://yardeni.com/ or https://yardeniquicktakes.com/

SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #bullmarket #ai #cloudcomputing

Steve Hanke: Shrinking Money Supply = Recession And Sub-2% Inflation By End Of Year Mar 31, 2024

Show notes

When I interviewed today's guest expert back in August of 2021, when inflation was 5%, he made the bold prediction that the CPI would eventually hit 9%, a prediction that seemed unthinkable at the time -- but it indeed proved true less than a year later. He then called for inflation to moderate substantially, which it also then did. Where does he see inflation headed from here? To find out, as well as hear his latest outlook on the economy, recession risk, social stability and the markets, we welcome back Steve Hanke professor, of applied economics at the Johns Hopkins University in Baltimore, Maryland

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

#recession #inflation #moneysupply

Election Uncertainty To Cause Market Correction By Summer? | Lance Roberts & Adam Taggart Mar 30, 2024

Show notes

Nearly every asset class saw gains in Q1 -- stocks, the dollar, gold, Bitcoin and real estate. Will the rally keep powering higher through the remainder of 2024? Portfolio manager Lance Roberts thinks, while anything is possible, stocks are increasingly at risk of a pull-back, especially as the Presidential election approaches. Markets hate uncertainty, and with a close election expected, not just for the Presidency but for the chambers of Congress as well, it's likely investors will start selling and moving towards the sidelines as summer approaches. Lance and I discuss that, as well as concerning new jobs data, the looming retirement crisis, the worsening wealth divide, plus several other positive recent developments in this week's recap.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #marketcorrection #bullmarket #jobs2024

Yep, Stocks Are Back In A Bubble | Jonathan Treussard Mar 28, 2024

Show notes

Animal spirits have certainly been running wild in the stock market of late. The S&P is up over 1,000 points (roughly 25%) in the past 4.5 months. Is this a new era of easy gains as giddy bulls are proclaiming? One investors should jump in and make the most of? Or is this the latest incarnation of irrational exuberance? And is caution warranted instead? For insight, we're fortunate to speak today with Jonathan Treussard, former partner and head of product at Research Associates, and now founder of Treussard Capital Management. Jonathan, who authored academic research on financial bubbles at UCLA, indeed concludes we are in the midst of another such bubble now. Follow Jonathan at https://www.treussard.com

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #bubbles #nvidia #nvda

'Higher For Longer' Inflation To Upend Markets, Create Opportunities | Tavi Costa Mar 26, 2024

Show notes

Recent inflation reports show that it's proving "sticky", stubbornly refusing to recede down to the target rates that central banks are shooting for.

But rather than simply staying sticky, could it actually start surging again?

Today's guest expert thinks it could due to growing global economic imbalances.

If that happens, what will the implications be?

And can investors to proactively today to prepare?

For answers, we turn to macro and commodities expert Tavi Costa of Crescat Capital.

Follow Tavi at https://www.crescat.net/

SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

#inflation #interestrates #commodities

Gold, Not Stocks, Will Be The Best Asset As The Global Debt Crisis Unfolds | Egon von Greyerz Mar 24, 2024

Show notes

The global economy is awash in too much debt, which continues to pile up at an exponential rate. History is clear how such eras end. The purchasing power of currency gets destroyed. To understand why the barbarous relic has risen to an all-time high and may have an even better year lying ahead, we have the good fortune to speak today with macro & precious metals expert Egon von Greyerz, Founder of Matterhorn Asset Management & GoldSwitzerland -- now known as vonGreyerz.gold

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

#gold #debt #stocks

Blackout Of Stock Buybacks Threatens Bullish Run | Lance Roberts & Adam Taggart Mar 23, 2024

Show notes

As Q1 concludes, corporations are starting to enter the blackout period preventing them from buying back their stock until they've released their quarterly earnings (weeks away for most companies) That temporarily removes THE most important buying support for shares. Combine that with other expected net liquidity reductions in Q2, such as the end of the Bank Term Funding Program (BTFP) and the Reverse Repo Program (RRP) running dry, and think could get quite bumpy for financial assets. After all, Lance has been expecting a ~10% correction for a while now, and the markets have only moved higher -- increasing the odds of a pullback. For everything that mattered to markets this week, watch today's Weekly Market Recap featuring Lance Roberts.

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #buybackofshares #buybacks #marketcorrection

Our TOPPODCAST Picks

Follow Us

Stay Connected

Thoughtful Money with Adam Taggart

Related Podcasts

Links

Stay Connected